Empowering You Financial Future with Clarity, Confidence and Care
Financial Clarity for a Life That Matters
At Longevity Wealth Strategies, we don’t just manage money—we help you navigate life’s transitions with clarity and confidence. Whether you're nearing retirement or balancing today with tomorrow, we simplify the complex so you can focus on what matters most.
Our Approach
Personal guidance. Powerful tools. Real results.
We listen first. Your story shapes your strategy.
We speak clearly. No jargon. No pressure.
We care deeply. Big-firm resources, boutique-level attention.
What We Believe
Wealth is more than numbers—it’s about freedom, confidence, and the calm that comes with having a trusted plan. We're here to help you live well today and retire with confidence tomorrow.
Why We Do This
We’ve seen families struggle without a plan—lost opportunities, delayed decisions, and needless stress. That’s why we provide clarity and support every step of the way. You don’t have to do this alone.
Meet Your Team
Mark Sweeney
Founder & Financial Planner
Mark didn’t begin his career in finance. He spent years in IT and government contracting—fields built on systems, logic, and precision. But it was personal experience that reshaped his path.
As part of the sandwich generation, Mark was raising a family while helping care for an aging parent who had lost nearly everything—not from a lack of work ethic, but from a lack of planning. That experience lit a fire in him. He realized financial planning isn’t just about wealth—it’s about taking care of the people you love.
That became the foundation for Longevity Wealth Strategies: a firm built to help others avoid the pain his family faced. Today, Mark helps clients create personalized financial plans that support their lives now and in the future. He brings a coach’s mindset to his work—developed through years of coaching youth sports—emphasizing strategy, accountability, and long-term vision.
Outside the office, Mark enjoys genealogy research (he recently uncovered an ancestor from the Jamestown colony) and exploring cutting-edge insights in longevity science. He’s passionate about helping clients extend not just their lifespan, but their healthspan and wealthspan, so they can live with purpose at every stage.
Khy Sweeney
Co-Founder & Chief Operations Officer
Khy grew up in a home shaped by chalkboards and lesson plans—both of her parents were teachers who instilled the value of preparation, empathy, and lifelong learning.
Her background as a Division I volleyball player and youth coach taught her the power of communication, teamwork, and encouragement. That same spirit drives her work today.
Khy’s passion for financial planning is rooted in personal experience. She witnessed the emotional toll financial disorganization can take on a family, and it shaped her mission: to help others feel calm, clear, and confident about their financial lives.
At Longevity Wealth Strategies, Khy is the heart of the client experience. She ensures every question is answered, every plan stays on track, and every client feels truly heard. Her warmth and attention to detail help clients feel supported—because financial planning isn’t just technical, it’s deeply personal.
Away from work, Khy brings her creativity to the kitchen. She loves trying new recipes and creating meals that bring people together—infusing that same care into every client relationship.
Your Financial Concierge
You get more than a financial advisor—you get a Financial Concierge. We coordinate with a network of professionals to support every part of your financial life.
Our Expert Network Includes:
CPAs for tax-smart strategies
Attorneys for estate planning
Trust specialists for legacy protection
Insurance experts for risk management
Lending professionals for mortgage and liquidity needs
Charitable giving advisors for meaningful impact
We bring it all together—so you don’t have to.
Ready to Take the Next Step?
Let’s build a personalized plan that reflects your goals—today and tomorrow.